DFX Intelligence
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Team lift-out
2 advisors left A••••••••• F•••••••• S•••••••• L•• for W•••• F•••• A•••••••
national BDtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Chad Patrick Jorgensen | Walnut Creek, Ca | Jul 2, 2020 | Jun 26, 2020 |
| Jana Dawn Gingerich | La Jolla, Ca | Jul 13, 2020 | Sep 21, 2020 |
The rule
- Registrations ended
- Jul 2, 2020 to Jul 13, 2020
- Registered next
- Jun 26, 2020 to Sep 21, 2020
- Branch state
- CA
- Cities
- 2, most in Walnut Creek, Ca
- Registered there that day
- 9,070 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape